The Sales Solution helps advertising consultants build a digital ad campaign, including a digital media kit. It provides tools to target an online audience, manage client accounts, and analyze campaign performance. All you need to get started is to be added to our system, enter the correct account URL in your browser, and sign in.
The Sales Solution user interface is broken into the following pages: Dashboard, Campaigns, Clients, Opportunities, Admin, and Settings. If any of these pages is not in your user interface, it's because either you or your company do not have access.
Campaigns
The Campaigns page lists all campaigns the end-user is allowed to see. Typically, these are the campaigns the end-user is responsible for managing. Use the search tools to filter campaigns, find what you need, and dig into campaign details. When you open a specific campaign, you'll find Overview, Reporting, Rebuild Ad, and Activity tabs.
For more information, see Campaigns.
Overview
The Overview page provides an overview of a single campaign's current data and settings. Use it to review high-level settings, find campaign links, and edit an existing campaign on the fly, including creatives, targets, and the budget. On the dashboard, use Edit widgets and Export data options to personalize the dashboard.
For more information, see Manage a campaign.
Reporting
The Reporting page displays a campaign's reporting and analytics data, viewed by channel. The reporting views include data like a breakdown of total impressions served and a corresponding trend of impressions so that a campaign's performance can be evaluated over time.
For more information, see Reporting and analytics.
Rebuild Ad
The Rebuild Ad page enables you to revise an ad for an advertiser. Its workflow is very similar to that of the opportunity creation workflow. When you are done making revisions, preview the revised ads and click Save Changes. If you rebuild, your campaign creatives go back into review for a brief period before your campaign restarts again.
For more information, see Step 1 - Business Details.
Activity
The Activity page is a running list of significant campaign events, like campaign approval and start. The end-user can click Add Note to add their own note to the running list. A subset of this information is available on the dashboard on theOverview page.
Clients
The Clients page lists all clients the end-user is allowed to see. Typically, these are all of the clients the end-user is responsible for managing. Use the search tools to filter clients, finding what you need, and click clients in the global list to get to client details. When you open a specific client, you'll find Overview, Campaigns, and Opportunities tabs.
For more information, see Clients.
Overview
The Overviewpage provides an overview of a single client's settings. Use it to review high-level client settings, an activity summary, to delete an existing client, and to create a new opportunity for the client.
Campaigns
The Campaigns page provides a list of all of the campaigns owned by the client. Double-click campaigns in the Campaign List to drill down into their details.
Opportunities
The Opportunities page provides a list of all of the campaigns owned by the client. Double-click campaigns in theOpportunity List to drill down into their details.
You can also click New Opportunity to add a new opportunity for this client.
Activity
The Activity page is a running list of significant client events, like client creation and editing.
The end-user can click Add Note to add their own note to the running list.
Opportunities
The Opportunities page lists all opportunities the end-user is allowed to see. Typically, these are all of the opportunities the end-user is responsible for managing. Use the search tools to filter opportunities, finding what you need, and click opportunities in the global list to get to opportunity details.
For more information, see Opportunities.
Overview
The Overviewpage provides an overview of a single opportunity's settings. Use it to review high-level opportunity settings, launch an opportunity as a campaign, to email an advertiser for opportunity review and approval, and to delete an existing opportunity.
Activity
The Activity page is a running list of significant opportunity events, like opportunity creation and launching.
Admin
The Admin tab groups together various administrative pages. Access to these pages is restricted to your organization’s iPromote administrator. Contact your supervisor with related questions.
For more information, see Admin.
Settings
The Settings page displays relevant account settings, like log-in credentials, user profile, and time zone settings.
For more information, see Settings.